Vision Documentation

The Vision documentation was written for all of the Vision users at your company—everyone from system administrators and customer service representatives to accountants, sales representatives, and warehouse personnel. Documentation is available for both the Vision Graphical User Interface (GUI) and Vision Back Office.

You can view the documentation online while you’re connected to the Internet, or you can download it and store it on your network or other centralized location—someplace where all of your company’s Vision users can access it at any time. When enhancements are made to Vision, the updated documentation is posted here.

What do you want to do?

View the documentation for the Vision GUI now (while connected to the Internet): This online help (WebHelp HTML files) is also available if you press F1 while using the Vision GUI.
View the documentation for Vision Back Office now (while connected to the Internet): These reference manuals (PDFs) consist of a collection of more than two dozen online manuals.
Download the documentation for the Vision GUI for later viewing: The online help system is compressed with WinZip to shorten download times. Right-click the link and select Save Target as from the pop-up menu.Once you have downloaded the .zip file, double-click it to extract the help files. The extracted files consist of a folder called WebHelp, which contains several folders and a lot of individual files. To view the help system, double-click the individual file called VisionHelp.htm, which is in the WebHelp folder.
Download the documentation for Vision Back Office for later viewing: The reference manuals are compressed with WinZip to shorten download times. Right-click the link and select Save Target as from the pop-up menu. Once you have downloaded the file, double-click it to extract the manuals. We recommend that you put the files on your network—someplace where all of your company’s Vision users can access it at any time.
View Vision Release Notes: Find out details about the latest Vision upgrade or check the archives to find out about previous upgrades.
Vision Cash Application: Get detailed help on Vision GUI Cash Application.

View documentation of special interest. Click one of the following links.

Documentation of Special Interest
Category	Item
Accounting	Rules-based General Ledger user documentation (released 10/24/2004)
Credit Card	Protobase Credit Card Documentation - This zip file contains all of the necessary documentation for setting up and maintaining the Protobase Credit Card processes.
CRM	View Best Practice Tip #1—Make the Most of Customer Service Rep Downtime: Instead of supporting a cost center, why not turn your customer service center into a profit center? This Best Practice Tip will help you use Vision’s Customer Relationship Management (CRM) module to create customer-focused follow-up activities, boosting the productivity and order yield of your customer service reps (CSRs). CRM events in Vision guide your CSRs to make outbound follow-up calls to selected segments of customers, using downtime when the phones are quiet to increase sales and strengthen customer relationships.
	View Best Practice Tip #2—OOPS! We Made a Mistake! or How to Turn a Customer Problem into a Memorable Service Experience (PDF): This Best Practice Tip will help you set up an “OOPS” product in Vision and use Vision’s CRM module to trigger a “customer care” follow-up call when an order containing the OOPS product is detected. This CRM event helps you change a customer frown into a smile, and raise visibility of significant customer problems to higher management or sales executives who might otherwise be unaware. CRM Events in Vision enable you to implement “best business practices” that help you maintain long, happy, and productive customer relationships.
	CRM Event Scheduling (released 10/24/2004)
Customer Contracts	Contract updates from wholesaler price files (released 9/15/2002)
	Loading Contracts from Excel Spreadsheets (released 4/2/2003)
	Loading Global (Universal) Sale Flyer Contracts (revised 12/3/2002)
	New Prompt When Loading Contracts (released 4/22/2003)
Eod/Eom/Eoy	Automatic EOM Processing (released 7/14/2004)
	End-of-Period Processing
	End-of-Year Processing Schedule
	End-of-Year Maintenance Reminders
Invoicing	Email invoices to ship-to email address (released 4/28/2004)
Invoicing	Invoices
Miscellaneous	IS RDC Processing (released 5/13/2004)
	JWOD loading instructions (released 6/15/2003)
	Spooler manager enhancements (released 6/2002)
	Uploading Requisitions from Excel (Menu 25-2-8) (released 11/2003)
	UPS Shipment Tracking Interface (released 6/16/2004)
	Vision File Transfer (released 9/13/2004) Vision File Transfer “Standard Transfer” Programming Guide (released 10/24/2004)
Order Entry	Allow drop ship and non-drop ship line items on same order (released 11/24/2002)
Order Entry	Flyer and Gift Distribution Logic in Vision
Product Maintenance	New Low Unit of Measure
Product Maintenance	Product Deletion (released January 15, 2005)
Thalerus Interface	Contract error processing (PRICE 1) for Vendere (released 2/9/2003)
Thalerus Interface	Quarterly Product Updates Build for E-commerce (released 4/22/2003)
VSP	Loading User IDs into into the e-commerce system (released 6/2002)
Wholesaler	EDI Carton Count Update (released 4/22/2003)
Wholesaler	SPR distribution centers (released 9/15/2002)
Wholesaler Product Update	Daily/Weekly United Cost Update (released 6/29/2004)
	SPR's firm cost in price plan (released 7/2002)
	United and SPR tape update passwords (released 7/2002)
Wholesaler Purchasing	Auto Activate Wholesaler Stock Purchase Orders (released 7/26/2004)
	Running one-step wholesaler EDI in phantom mode (released 12/15/2002)
	Tools to Track Purchase Orders during EDI transmissions (released 12/2004)
	Vendor Transmission Sequences and Bump-Down Logic (revised 12/2002)
	Wholesaler down recovery (released 6/15/2004)
	Wholesaler EDI for Azerty and Horizon (released 2/9/2003)
Wholesaler Stock Checks	PDM stock checks (released 9/15/2002)
Wholesaler Stock Checks	Stock check processing to United Stationers (released 9/15/2002)

Go to www.adobe.com to download Adobe Acrobat Reader: Acrobat Reader is the application that all users need on their PCs in order to view and print PDFs. You can download this free application from Adobe’s web site.

If you have problems accessing any of the documentation, please contact us by sending an e-mail message to doc@tsh.com.